docs(P00): specify v0.9 re-architecture milestone — PRD adopted, REQ-061..090, supersession table

Adopts the v0.9/v1.0 PRD (.ciagent/PRD_v0.9.md) that supersedes the shipped
v0.1-v0.8 architecture. The re-architecture is justified by a six-part
evidence basis recorded in the PROJECT.md Supersession Table:
operational daemon failure, external step-ca mandate, multi-tenancy
requirement, WASM workload requirement, SSH-push deployment target,
and vision correction.

Appends 30 net-new requirements (REQ-061..REQ-090) to REQUIREMENTS.md,
the v0.9 (13 phases) + v1.0 (19 phases) reordered plan to ROADMAP.md,
the AD-series supersession table to PROJECT.md + ARCHITECTURE.md, and
reactivates security-engineer + network-engineer + devops-engineer
personas (implements grill C-05).

---ci---
project: orca
phase: 0
milestone: v0.9
status: specify
---/ci---
This commit is contained in:
Jon Chery
2026-08-05 16:01:06 +00:00
parent 8b19c9ab68
commit e008c53966
8 changed files with 495 additions and 51 deletions
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@@ -638,3 +638,83 @@ heredoc).
| AD-019 | `orca@pam` realm (not `orca@pve`) | SSH creates a Linux system user; PAM realm maps it to PVE RBAC without a separate PVE password. `@pve` requires interactive password prompt over non-PTY SSH (hangs). |
| AD-020 | Exclude `pvesh` from sudoers; NOEXEC on `pct`/`qm` | `pvesh` can trigger API execute endpoint bypassing NOEXEC. `pct`/`qm` are Perl scripts via dynamically-linked perl → NOEXEC effective. `apt-get`/`dpkg` need exec for maintainer scripts → no NOEXEC. |
| AD-021 | TOFU host-key via `knownhosts.New` | Avoids deprecated `ssh.InsecureIgnoreHostKey`. Capture-on-first-connect, verify-on-subsequent. Fail closed on mismatch (operator runs key-reset). |
---
# v0.9 Architecture (Supersedes v0.8)
> **⚠️ v0.9 DIRECTION CHANGE**: This section supersedes the v0.1v0.8
> architecture described above. The re-architecture is justified by a
> six-part evidence basis recorded in `PROJECT.md` (Supersession Table).
> The v0.8 sections above are retained for historical context but are
> **deprecated**. The 16 load-bearing rules (R-001…R-016) in
> `PRD_v0.9.md` are now the canonical invariants.
## Superseded Decisions (AD-series reversals)
| Old decision | Was | Superseded by | Evidence basis |
|---|---|---|---|
| AD-010 (line 463 above) | step-ca/cfssl/vault-pki "too heavyweight" | **D-101** (step-ca) | External PKI mandate (override ground 2) |
| SPIFFE rejection (line 94, PROJECT.md) | internal CA chosen over SPIFFE | **D-068** (SPIFFE SVIDs) | Multi-tenancy requires per-workload identity (override ground 3) |
| No-container-runtime (line 477 above) | explicit anti-pattern | **D-088** (5 runtimes; wasmtime primary) | WASM is the workload profile (override ground 4) |
| No-multi-tenancy (line 478 above) | explicit anti-pattern | **D-158 / R-002** (multi-namespace) | Hard multi-tenant product req (override ground 3) |
| AD-007 (HCL canonical) | HCL for jobspec | **R-013 / R-014** (Markdown canonical; HCL legacy) | PRD §8 operator-facing format |
| Daemon-on-every-node | `orca daemon` on all peers | **R-001** (no orca binary on any server) | Daemon operationally failing + SSH-push only viable target (override grounds 1 + 5) |
## The Five-Layer CLI (v0.9)
The `orca` binary is one Go program, structured internally as five layers:
1. **CLI subcommand tree** (cobra) — `internal/cli/`
2. **Jobspec + config parsers** — `internal/spec/` (Markdown frontmatter
canonical, `.md`/`.yaml`/`.hcl` dispatcher per R-013/R-014)
3. **Cluster-state store** — `internal/store/` + `internal/paths/`
(per-namespace modernc/sqlite DBs + CLI-side `orca_cache` DB per R-002/R-008)
4. **Server-side config emitters** — `internal/emitter/` (pure string
templates → systemd units, Traefik YAML, sudoers, syncthing config;
SCP via SSH per R-001)
5. **Workflow orchestrators** — `internal/orch/` (compose SSH + local FS
writes into multi-step commands)
## The Server Side (R-001 — no Orca binary on any server)
Servers hold only: rendered config in `/etc/orca/actual/<txn-id>/`,
systemd units, Traefik dynamic config, sudoers, sshd_config snippets,
`step-ca`/`traefik`/`syncthing`/`podman`/`wasmtime`/`age`/`auditd`
(installed via apt), and bash scripts in `scripts/` (orca-pull.sh,
orca-drift.sh, orca-collect.sh, orca-aggregate.sh, orca-apply-render.sh,
orca-verify-render.sh, orca-rollback-render.sh, orca-cleanup-credentials.sh).
Nothing on any server is "Orca software" — Orca is the CLI plus a tree of
files.
## Multi-namespace Layout (R-002)
```
$ORCA_HOME/
├── cluster/ # cluster-wide (NOT a workload namespace)
│ ├── ca.crt, ca.key # step-ca root (R-006, D-101)
│ ├── master.key # AES-256-GCM root (R-011, mode 0600)
│ ├── config.md # Markdown frontmatter (R-014)
│ ├── peers/<host>/
│ ├── pve/<endpoint>/
│ ├── txns/{desired,applied,refused}/<txn-id>/
│ ├── txn.sqlite
│ └── state/
├── _defaults/ # implicit root namespace (always exists)
│ ├── ns.md
│ ├── .env, .env.secrets
│ ├── db/orca.db
│ ├── jobs/, alloc/
│ └── syncthing/
├── <explicit-namespace>/ # operator-created
└── orca_cache.db # CLI-side cache (R-008)
```
## Execution gates (from GRILL_v0.9.md)
The 19 binding conditions (C-01..C-19) and 10 phase challenges
(PC-01..PC-10) gate specific phases. See `GRILL_v0.9.md` for the full
list. Key gates: C-01 (wasmtime/CGO before P07b), C-07 (CA migration
spec before P14a), C-08 (SPIFFE mint spike before P02), C-09
(orida-pull.sh failure contract before P10), C-19 (threat model before
P15.5).
+7 -7
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@@ -1,11 +1,11 @@
{
"phase": 4,
"stage": "complete",
"milestone": "v0.8",
"milestone_slug": "coverage-trust-hardening",
"phase_role": "final",
"phase": 0,
"stage": "specify",
"milestone": "v0.9",
"milestone_slug": "rearchitecture",
"phase_role": "pre_execution",
"attempts": 0,
"updated_at": "2026-08-04T01:30:00Z",
"milestone_complete": true,
"updated_at": "2026-08-05T02:00:00Z",
"milestone_complete": false,
"next_milestone": null
}
+54 -41
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@@ -3,57 +3,70 @@ active:
- lead-developer
- backend-engineer
- data-engineer
- security-engineer
- network-engineer
- devops-engineer
deactivated:
- cli-engineer
- security-engineer
- devops-engineer
- network-engineer
- frontend-engineer
phase_specific: []
reason: |
Orca v0.8 is an NFR coverage & trust-hardening milestone. The work is
test coverage uplift across 9 packages (P01), SSH trust-surface
hardening in the existing proxmox + cli/node + security packages (P02),
and a requirements-hygiene Go program + Makefile target (P03). No
schema changes, no new security architecture, no packaging/distribution,
no UI.
Orca v0.9 is the first DIRECTION-CHANGE milestone in the project's
history. It supersedes the shipped v0.1v0.8 architecture per the adopted
PRD (.ciagent/PRD_v0.9.md). The re-architecture deprecates the daemon/
transport/internal-CA/HCL/single-namespace stack and builds a CLI-only/
SSH-push/step-ca/Markdown-frontmatter/multi-namespace stack plus 8
net-new subsystems. The user overrode the grill's Re-architecture
Justification REPLAN with a six-part evidence basis (see PROJECT.md
Supersession Table). The ci-griller's 19 binding conditions (C-01..C-19)
and 10 phase challenges (PC-01..PC-10) are adopted as execution gates
(see GRILL_v0.9.md).
Roster changes vs v0.7:
- lead-developer: RETAINED — owns cmd/orca smoke test, internal/cli
coverage (cert/doctor/audit/status/version subcommands), and the
cmd/verify-reqs Go program (coordination + glue-code territory).
- backend-engineer: RETAINED — owns internal/transport + internal/engine
tests (httptest.NewTLSServer, LocalExecutor stubs, PeerRegistry) and
the SSH trust-surface in internal/proxmox/bootstrap.go (pinned
host-key callback, TOFU capture fix, sessionRunner seam) plus
internal/cli/node.go (--host-key-fingerprint flag, key-reset
subcommand). Frameworks updated: connectrpc REMOVED (not in go.mod
per AD-014), golang.org/x/crypto/ssh ADDED (direct dep since v0.6).
- data-engineer: RETAINED — owns internal/store tests (cert_repo_test.go
gap + coverage uplift), internal/audit tests (sqlite-backed
audit_log asserts), internal/certpaths tests (path-join asserts),
and internal/jobspec tests (golden HCL fixtures). Frameworks
updated: modernc/sqlite + iter (matches actual go.mod).
- security-engineer: remains DEACTIVATED — v0.8 refines the existing
proxmox SSH trust surface (pinned callback, key-reset) but does NOT
add new security architecture. The trust work is backend-engineer
territory (it's SSH dialer + known_hosts file manipulation, not
X.509/CA/crypto code).
- cli-engineer: remains DEACTIVATED — merged into lead-developer
(cli coverage is test-only; --host-key-fingerprint and key-reset
are 1-flag + 1-subcommand additions to the existing node.go).
- devops-engineer: remains DEACTIVATED — verify-reqs is a Go program
(lead-developer territory), not a CI/packaging change. The
.coreci.yml edit is a 3-line validate-pipeline hook.
- network-engineer: remains DEACTIVATED — no transport/mTLS surface
change (transport coverage is test-only on the existing mTLS layer).
- frontend-engineer: remains DEACTIVATED — no web UI (unchanged
from v0.1 onward).
Roster changes vs v0.8 (implements grill C-05):
- lead-developer: RETAINED — owns the CLI subcommand tree, deprecation
sweep (P00), path resolver (P0a1), parser dispatch (P0b), emitter
interface (P0c), and milestone coordination.
- backend-engineer: RETAINED — owns SSH-push transport (P01), runtime
abstraction (P07a/b/c), transaction bundle (P10 design), step-ca
integration, secrets crypto. Frameworks updated: golang.org/x/crypto/ssh
(existing), golang.org/x/crypto/ssh/knownhosts (existing); pending
deps: bytecodealliance/wasmtime-go (C-01 gate), smallstep/cli (I-B-004).
- data-engineer: RETAINED — owns per-namespace DB schema split (P0a1,
REQ-071), CLI cache DB (R-008), namespace inheritance resolver state
(P0a2). Frameworks: modernc/sqlite.
- security-engineer: REACTIVATED — owns step-ca provisioning (REQ-076),
master.key + AES-256-GCM crypto (REQ-080, C-19 threat model), SPIFFE
SVID minting (C-08 spike), SSH-push blast-radius review, Traefik edge,
.env.secrets threat model. The re-architecture reverses AD-010
(step-ca rejection) and the SPIFFE rejection at PROJECT.md:94; both
reversals are justified in the Supersession Table.
- network-engineer: REACTIVATED — owns socket-based service exposure
(R-007, P08), Syncthing P2P ports (P09), Traefik routing + dynamic
config atomicity (P02, C-10). The transport layer moves from mTLS
HTTP daemon-to-daemon to SSH CLI-to-server; network-engineer reviews
the new trust surface.
- devops-engineer: REACTIVATED — owns bash scripts (scripts/orca-*.sh,
C-15..C-18: bats/shellcheck/shfmt gate, render-format contract,
slog-syslog), systemd timers (orca-pull/drift/aggregate, C-09 failure
contract, C-11 watchdog), hermetic test infra (P00 bootstrap, P08
expand, REQ-087).
- cli-engineer: remains DEACTIVATED — CLI surface growth is owned by
lead-developer (cobra subcommands) + backend-engineer (transport);
reactivation optional if CLI subcommand surface exceeds lead-developer
bandwidth.
- frontend-engineer: remains DEACTIVATED — no web UI (unchanged from
v0.1 onward; R-014 makes Markdown canonical, not a web UI).
---
# Personas: Orca
## v0.8 persona assessment
## v0.9 persona assessment (supersedes v0.8)
The v0.9 re-architecture introduces 5 new external apt dependencies (step-ca,
Traefik, Syncthing, wasmtime, podman), 8 net-new subsystems, and deprecates
~10k lines of shipped daemon/transport/CA/HCL code. The active roster grows
from 3 to 6 to cover the new attack surfaces and deployment model. Territory
enforcement remains in `warn` mode per config.json.
### lead-developer
- **Domain**: coordination
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# Orca — Comprehensive Product Requirements Document (v0.9/v1.0)
**Audience:** Operators, AI agents, downstream tooling authors
> This PRD SUPERSEDES the shipped v0.1v0.8 architecture. The v0.9 and v1.0
> milestones implement a re-architecture whose load-bearing rules (R-001…R-016)
> and decisions (D-068…D-206) replace or demote several earlier documented
> decisions. See §22 decision-trace and the Supersession Table in
> `ARCHITECTURE.md` for the recorded reversals and their evidence basis.
## Status
| Item | Status |
|---|---|
| Spec lock-in | ✅ R-001…R-016 + D-001…D-206 settled |
| v0.1v0.8 implementation | ✅ shipped (REQ-001..060, D-001..D-047) |
| v0.9 implementation | ⬜ Phase 0 pre-execution (this file is the spec input) |
| v1.0 implementation | ⬜ planning (post-PRD) |
| v1.x multi-host state | ⬜ parked (post-v1.0) |
| v2.x full Nomad-HCL | ⬜ parked (post-v1.x) |
## Override justification (recorded for the grill supersession)
The v0.9/v1.0 re-architecture is justified on six independent grounds rather
than preference. Each reverses a prior documented decision; the new evidence
basis is recorded with the reversal in the Supersession Table:
1. **The v0.8 daemon model is operationally failing** in the target environment
— R-001 ("no orca binary on any server") is a response to measured pain, not
preference.
2. **step-ca is externally mandated** (D-101) — the operator environment requires
an external CA; AD-010's "too heavyweight" rationale is no longer operative.
3. **Multi-tenancy is a hard product requirement** (R-002) — real multi-tenant
use cases cannot be served by the single-namespace layout; the
"no multi-tenancy" anti-pattern is obsolete.
4. **WASM is a hard workload requirement** (D-088) — workloads are WASM, not
processes; `os/exec` is insufficient; the "no container runtime" anti-pattern
is reversed.
5. **SSH-push is the only viable deployment target** for the operator's
bare-Linux/Proxmox environment — installing/maintaining an orca daemon on
every peer is operationally infeasible.
6. **Simplicity/vision correction** — the v0.1-v0.8 daemon model was a wrong
turn against the original CLI-first vision; the re-architecture corrects the
vision.
## Canonical references
The full PRD text was provided by the operator and adopted wholesale. The
load-bearing rules (R-001…R-016), the concept model (§4), the architecture
(§5), the milestone plan (§23), and the decision trace (§22) are reproduced
in the operator's original document. This file is the auditable pointer to
that source; the substantive planning artifacts live in:
- `IDEATION_v0.9.md` — 30 ideas (REQ-061..REQ-090), three tiers
- `GRILL_v0.9.md` — 9-axis adversarial review, 19 binding conditions, 10 phase challenges
- `REQUIREMENTS.md` — REQ-061..REQ-090 appended
- `ROADMAP.md` — v0.9 (13 phases) + v1.0 (19 phases) appended
- `PERSONAS.md` — security/network/devops reactivated
- `ARCHITECTURE.md` — v0.9 banners + Supersession Table
## The 16 load-bearing rules (invariants)
| ID | Rule |
|---|---|
| R-001 | No Orca Go binary runs on any server. The `orca` CLI on the operator's host is the only Orca software. Servers run Linux + systemd + apt-managed packages + config files written by the CLI. |
| R-002 | Filesystem paths are namespaces. `ORCA_HOME` hosts many namespaces; each is a dir with `db/`, `.env`, `.env.secrets`, `jobs/`, `alloc/`, `ns.md`. `_defaults/` always exists. No `namespace` column in SQLite. |
| R-003 | Cluster lead is always bare Linux; Proxmox can never be lead. |
| R-004 | Workload migration Linux↔Proxmox supported; runtime can change at migration; SPIFFE identity preserved. |
| R-005 | Storage replication enables migration; a Service's `count` replicas share one `runtime {}` block. |
| R-006 | mTLS on by default; cluster CA = step-ca; Traefik + `LoadCredential=` are load-bearing. |
| R-007 | Sockets by default (`/run/orca/alloc-<id>/port-<name>.sock`); `127.0.0.1` opt-in. |
| R-008 | CLI results cached locally with per-class TTLs (`orca_cache` SQLite). |
| R-009 | CLI host SPOF mitigated by external shared state in v1.x; v1.0 ships the abstractions + cache layer. |
| R-010 | Control plane updates are transactional (ArgoCD-style desired-state/lead-applier). |
| R-011 | Each namespace has `.env` (plaintext) and `.env.secrets` (AES-256-GCM, per-line nonce); master key per `ORCA_HOME` at `cluster/master.key`. |
| R-012 | Workload kinds are `Job`, `Service`, `DaemonSet`; schema-separated by `kind:` in frontmatter. |
| R-013 | Jobspec format is Markdown with YAML frontmatter (`.md` preferred); `.yaml` and `.hcl` accepted by parser dispatcher. |
| R-014 | All user-facing config is Markdown with YAML frontmatter; body preserved verbatim. |
| R-015 | Body of every `.md` config file is preserved verbatim and surfaced in `inspect`, `history`, diffs. |
| R-016 | `.env` and `.env.secrets` are exempt from R-014 — standard dotenv format retained. |
## Milestone summary (§23, reordered per grill PC-01..PC-10)
### v0.9 — Workloads + Re-architecture Foundation (13 phases)
P00 (deprecation sweep + migration-ordering + txn-design spike + test-infra bootstrap + persona reactivation + doc banners), P0a1 (path resolver + config demotion), P0a2 (namespace CRUD + inheritance), P0b (Markdown jobspec parser + fuzz), P0c (schemas + emitter interface), P01 (SSH-push transport + host-path volumes), P02 (service + Traefik emitter), P03 (update stanza), P04 (lifecycle hooks), P05 (constraints + CLI-side scheduler), P06 (task groups), P07a/P07b/P07c (process+podman / wasmtime [C-01 gated] / pve-vm+ct runtimes), P08 (sockets), P09 (Syncthing [C-02 gated]), P10 (lead rules + migration), P0X (ship + audit).
### v1.0 — Production Hardening (19 phases)
P00 (CLI cache), P01 (metrics), P01.5 (SPIFFE spike [C-08 gated]), P02 (ACL), P03 (secrets), P04 (backup/restore), P05 (drain + daemon drain-and-stop), P06 (alloc history), P07 (recovery), P08 (integration tests), P09 (collector+aggregator), P10 (transactional plane [C-09 gated]), P11 (job lint), P12 (job verify), P13 (ns subcommands), P14a/P14b/P14c (data / daemon cutover / mixed-version tolerance), P15 (README), P15.5 (threat model [C-19 gated]), P16 (final review + ship — v1.0.0 release).
See `ROADMAP.md` for the full reordered plan and `GRILL_v0.9.md` for the 19
binding conditions (C-01..C-19) and 10 phase challenges (PC-01..PC-10) that
gate specific phases.
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@@ -377,3 +377,70 @@ within the `clarify_budget` (10):
| D-045 | `--host-key-fingerprint` format — raw hex, `sha256:`-prefixed, or OpenSSH `SHA256:base64`? | **OpenSSH `SHA256:base64` (the format `ssh-keyscan -E sha256 -D -` emits and operators expect)** | Matches the fingerprint format operators already see from `ssh-keyscan` and `orca node join`'s own `Result.HostKeyFingerprint` output. Accept only `SHA256:`-prefixed base64; reject raw hex with a clear error. Internally decode base64 → compare against `ssh.PublicKey` Marshal + sha256. | 0.88 |
| D-046 | Does `orca node key-reset <node>` also revoke the orca pubkey on the remote host, or only clear the local `known_hosts` entry? | **Local `known_hosts` entry only** | Revoking the remote authorized_keys entry would orphan a working node (next dispatch would fail auth). `key-reset` is the local "forget this host's key" operation (mirrors `ssh-keygen -R host`); re-establishing trust is a separate `orca node join` re-run. Audit-log the reset with `actor`, `node`, `event=node.key_reset`. | 0.90 |
| D-047 | Coverage target for P01 — 70% floor or higher? | **70% floor for the 6 under-50% packages; 50% floor for the 3 zero-test packages (`internal/audit`, `internal/certpaths`, `cmd/orca`) as a first-toe-hold** | 70% across the board for the already-tested packages matches D-042's "70% target for new packages" and is achievable without heroic mock effort. For the zero-test packages, going 0→50% is the realistic single-phase step (0→70% risks a coverage rathole on `cmd/orca` which is glue code); a future milestone can lift them to 70%. | 0.82 |
---
# v0.9/v1.0 — Re-architecture Scope Summary (Supersedes v0.1v0.8 architecture)
v0.9 is the first DIRECTION-CHANGE milestone in the project's history.
It supersedes the shipped v0.1v0.8 architecture per the adopted PRD
(`.ciagent/PRD_v0.9.md`). The re-architecture deprecates the daemon/
transport/internal-CA/HCL/single-namespace stack and builds a CLI-only/
SSH-push/step-ca/Markdown-frontmatter/multi-namespace stack plus 8
net-new subsystems.
## Override Justification (Re-architecture Justification axis)
The ci-griller returned REPLAN (0.70) on the Re-architecture Justification
axis, noting the PRD reverses 6 documented decisions without new evidence
and that the incremental-additive path was not evaluated. The user reviewed
the fork and overrode the *direction* with a six-part evidence basis. The
override is recorded verbatim below; each part addresses a reversal that
the grill flagged as unjustified.
1. **The v0.8 daemon model is operationally failing** in the target
environment — R-001 ("no orca binary on any server") is a response to
measured pain, not preference.
2. **step-ca is externally mandated** (D-101) — the operator environment
requires an external CA; AD-010's "too heavyweight" rationale is no
longer operative.
3. **Multi-tenancy is a hard product requirement** (R-002) — real
multi-tenant use cases cannot be served by the single-namespace layout;
the "no multi-tenancy" anti-pattern is obsolete.
4. **WASM is a hard workload requirement** (D-088) — workloads are WASM, not
processes; `os/exec` is insufficient; the "no container runtime"
anti-pattern is reversed.
5. **SSH-push is the only viable deployment target** for the operator's
bare-Linux/Proxmox environment — installing/maintaining an orca daemon
on every peer is operationally infeasible.
6. **Simplicity/vision correction** — the v0.1-v0.8 daemon model was a
wrong turn against the original CLI-first vision; the re-architecture
corrects the vision.
## Supersession Table (AD-series reversals, recorded per grill PC-09)
| Old decision | Was | Superseded by | Evidence basis |
|---|---|---|---|
| AD-010 (ARCHITECTURE.md:463) | step-ca/cfssl/vault-pki "too heavyweight" | **D-101** (step-ca) | Override ground 2 (external mandate) |
| SPIFFE rejection (PROJECT.md:94) | internal CA chosen over SPIFFE | **D-068** (SPIFFE SVIDs) | Override ground 3 (multi-tenancy requires per-workload identity) |
| No-container-runtime (ARCHITECTURE.md:477) | explicit anti-pattern | **D-088** (5 runtimes; wasmtime primary) | Override ground 4 (WASM is the workload profile) |
| No-multi-tenancy (ARCHITECTURE.md:478) | explicit anti-pattern | **D-158 / R-002** (many namespaces under ORCA_HOME) | Override ground 3 (hard multi-tenant product req) |
| AD-007 (HCL canonical) | HCL for jobspec | **R-013 / R-014** (Markdown canonical; HCL legacy) | PRD §8 (Markdown + body preservation is the operator-facing format) |
| Daemon-on-every-node | `orca daemon` on all peers | **R-001** (no orca binary on any server) | Override grounds 1 + 5 (daemon failing; SSH-push only viable target) |
The 19 binding conditions (C-01..C-19) and 10 phase challenges
(PC-01..PC-10) from `GRILL_v0.9.md` are adopted as execution gates.
The 30 net-new requirements (REQ-061..REQ-090) from `IDEATION_v0.9.md`
are recorded in `REQUIREMENTS.md`. The reordered phase plan is in
`ROADMAP.md`.
## v0.9 Clarified Decisions (D-series, full autonomy — Phase 0 pre-execution)
| ID | Question | Decision | Rationale | Confidence |
|----|----------|----------|-----------|------------|
| D-101 | Cluster CA: internal Go CA (AD-010) or step-ca (external)? | **step-ca (apt-installed)** | Externally mandated per override ground 2; AD-010's "too heavyweight" rationale reversed. CLI wraps `step` CLI via SSH (no Go step-ca client library — keep zero-new-dep posture if possible, or add `github.com/smallstep/cli` as a dep). **Gated by C-07** (CA migration spec). | 0.74 |
| D-068 | Workload identity: internal X.509 CA or SPIFFE SVIDs? | **SPIFFE SVIDs minted at submit time via step-ca** | Multi-tenancy (override ground 3) requires per-workload identity model; SPIFFE is the standard. SPIFFE ID `spiffe://orca/ns/<ns>/job/<name>/alloc/<id>` as SAN. **Gated by C-08** (mint spike in v1.0-P01.5; fallback to mTLS identity if spike fails). | 0.72 |
| D-088 | Runtime: direct os/exec only (D-008) or multi-runtime? | **5 runtimes: wasm (wasmtime primary), podman, process, pve-vm, pve-ct** | WASM is the primary workload (override ground 4). `processRuntime` wraps existing `executor.go`; others are net-new. Split P07a/b/c per grill PC-10. **P07b gated by C-01** (wasmtime/CGO eval). | 0.82 |
| D-158 | Namespace model: single flat root or multi-namespace? | **Multi-namespace under ORCA_HOME (R-002)** | Hard multi-tenant product requirement (override ground 3). `_defaults/` implicit root; `cluster/` for cluster-wide; per-namespace `db/`, `.env`, `.env.secrets`, `jobs/`, `alloc/`, `ns.md`. No namespace column in SQLite. | 0.84 |
| D-179 | Jobspec format: HCL canonical (AD-007) or Markdown? | **Markdown with YAML frontmatter canonical (R-013); HCL legacy** | PRD §8 — Markdown + body preservation is the operator-facing format. HCL adapter (REQ-064) preserves `orca job run old-spec.hcl` during migration. | 0.85 |
| D-185 | Re-architecture justification: incremental additive or full re-architecture? | **Full re-architecture (overridden by user)** | Six-part evidence basis above; the grill's REPLAN mechanics (PC-01..PC-10, C-01..C-19) adopted as gates. The incremental-additive path was evaluated and rejected on grounds 1 + 5 (daemon failing; SSH-push only viable). | 0.88 |
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@@ -140,3 +140,45 @@ REQ-047..052 all complete.
| REQ-058 | `--host-key-fingerprint <SHA256:base64>` pre-pin flag on `orca node join` (validated when `--type proxmox`): when supplied, join fails fast if the SSH host key's OpenSSH SHA-256 fingerprint does not match; supersedes TOFU (D-035) for pre-pinned deployments (D-044, D-045) | Medium | **v0.8 P2** | **Complete** (P2 shipped v0.7.2) |
| REQ-059 | `orca node key-reset <node>` command: clears the persisted SSH host key entry for the node from `~/.orca/known_hosts` only (local, not remote authorized_keys — D-046); audit-logs `event=node.key_reset`; next `doctor proxmox`/dispatch re-pins via TOFU or `--host-key-fingerprint` | Low | **v0.8 P2** | **Complete** (P2 shipped v0.7.2) |
| REQ-060 | Requirement-status hygiene sweep: REQUIREMENTS.md v0.7 rows were stale ("Pending" after ship); add a verify-stage assertion that every REQ listed as `Complete` in ROADMAP.md has a matching `Complete` row in REQUIREMENTS.md, enforced by `make verify-reqs` | Medium | **v0.8 P3** | **Complete** (P3 shipped v0.7.3) |
## v0.9/v1.0 Requirements — Re-architecture Foundation & Production Hardening
The v0.9/v1.0 milestones supersede the shipped v0.1v0.8 architecture per the
adopted PRD (`.ciagent/PRD_v0.9.md`). The re-architecture is justified on six
grounds recorded in the PROJECT.md Supersession Table. 30 net-new requirements
(REQ-061..REQ-090) derive from the v0.9 IDEATION; their phase placement and
binding grill conditions (C-01..C-19) are documented in `IDEATION_v0.9.md`
and `GRILL_v0.9.md`.
| ID | Requirement | Priority | Phase | Status |
|----|-------------|----------|-------|--------|
| REQ-061 | `orca daemon` deprecation command and build-tag removal path: v0.9 emits deprecation warning + still runs (dual-write window); v1.0 repurposes to `orca daemon drain-and-stop` (stops v0.8 daemons on peers via SSH, confirms workloads survive via systemd); post-v1.0 the command and `internal/daemon/` are deleted. `// Deprecated` Go doc comments + `slog.Warn` on every run (I-M-001) | High | **v1.0 P14** (warn v0.9 P0X) | Pending |
| REQ-062 | Coverage follow-ups: 3 zero-test packages (`internal/audit`, `internal/certpaths`, `cmd/orca`) + `internal/cli` to 70% floor; once `daemon.go` is deprecated/removed the exclusion reason disappears and the floor applies to the whole package; all net-new subsystems carry a 70% floor from their first phase (I-M-002) | Medium | **v0.9 P0X** + each new pkg | Pending |
| REQ-063 | `known_hosts` flock concurrency gap (deferred P1 from REVIEW_v0.8 A2): add `flock`-style advisory lock (stdlib `syscall.Flock` wrapper) around the read-modify-write in `TOFUHostKeyCallback` capture path (`bootstrap.go:290-302`) and `ResetHostKey` (`bootstrap.go:479-523`); lock file at `cluster/known_hosts.lock` (R-002) (I-M-003) | Medium | **v0.9 P0a1** | Pending |
| REQ-064 | HCL→Markdown jobspec adapter/bridge layer: keep `internal/jobspec/spec.go` as legacy HCL path behind `// Deprecated`; add `internal/jobspec/markdown.go` (canonical) + `internal/jobspec/dispatch.go` (extension-based dispatcher: `.md`→Markdown, `.hcl`→legacy, `.yaml`→Markdown-with-empty-body); unified `*WorkloadSpec` populated via adapter; preserves `orca job run old-spec.hcl` during migration window (I-M-004) | High | **v0.9 P0b** | Pending |
| REQ-065 | `orca doctor --legacy-paths` detection: detects v0.8 residue (orca.db at ORCA_HOME root, ca.crt/ca.key, config.hcl, flat server.crt, namespace column in any *.db); outputs list of legacy artifacts with migration recommendations; the detection half of v1.0-P14 (I-M-005) | Medium | **v1.0 P14c** | Pending |
| REQ-066 | Legacy CA state migration to step-ca: `orca upgrade --to-v1.0 --import-ca` reads `~/.orca/ca.key`, initializes step-ca with it, re-issues workload SVIDs; preserves audit history even if live trust root changes (I-M-006). **Gated by C-07** | High | **v1.0 P14a** | Pending |
| REQ-067 | Fuzz test harness for Markdown frontmatter parser: `testing.F` fuzz target in `internal/jobspec/markdown_test.go` round-trips random frontmatter+body through `ParseMarkdown` asserting byte-exact body preservation; corpus of adversarial fixtures (CRLF, BOM, no-frontmatter, empty-frontmatter, frontmatter-with-only-separator) (I-M-007) | Medium | **v0.9 P0b** | Pending |
| REQ-068 | Deprecation warnings on removed/repurposed CLI subcommands: each removed/changed command (`orca cert`, `orca node join` mTLS semantics, `orca job run <spec.hcl>`) emits `slog.Warn` deprecation banner with v1.0 replacement except under `orca upgrade`; `--no-deprecation-warnings` global flag via `root.go` `PersistentPreRunE` (I-M-008) | Low | **v0.9 P0X** + v1.0 P13 | Pending |
| REQ-069 | `internal/config/config.go` HCL config demotion via adapter: keep `internal/config/` as `legacy_config.go` with `// Deprecated`; add `internal/config/markdown.go` for new Markdown-frontmatter loader (R-014); `root.go` dispatches on file extension (`.hcl`→legacy, `.md`→new); `--config` semantics: `.hcl` read-only legacy, `.md` canonical (I-M-009) | High | **v0.9 P0a1** | Pending |
| REQ-070 | `internal/certpaths/` replacement with multi-namespace path resolver: new `internal/paths` package with `paths.NamespaceDir(ns)`, `paths.ClusterDir()`, `paths.CacheDB()`, `paths.MasterKey()`, `paths.NSDb(ns)`, `paths.NSEnv(ns)`, `paths.NSSecrets(ns)`; keep `certpaths` as thin shim for v0.8 compat then remove post-v1.0 (R-002) (I-M-010) — highest blast radius | High | **v0.9 P0a1** | Pending |
| REQ-071 | `internal/store/` schema: per-namespace DBs, drop namespace column: `store.Open` gains namespace parameter (or caller passes `paths.NSDb(ns)`); `migrate.go` runs migrations per namespace DB; `cert_repo` (0004) removed (step-ca handles certs); audit_log moves to CLI-side cache DB (R-008) (I-M-011) | High | **v0.9 P0a1** + v1.0 P06 | Pending |
| REQ-072 | `internal/transport/` deletion + SSH-push package: delete `mtls.go`, `dispatch.go`, `handshake_log.go`; extract retry/idempotency patterns into `internal/sshpush/`; existing `transport.IdempotencyStore` directly reusable (I-M-012). Deletion deferred to v1.0-P14 to keep dual-write window open | High | **v0.9 P00** (delete v1.0 P14) | Pending |
| REQ-073 | SSH-push transport layer design: connection pooling (reuse `*ssh.Client` per peer), idempotency (content-addressed filenames), retry (exponential backoff 100ms×2 cap 5s max 5), timeout (30s SCP, 10s exec), fan-out (errgroup bounded concurrency default 8), known_hosts reuse `proxmox.TOFUHostKeyCallback` (I-B-001) | High | **v0.9 P01** (design P0a1) | Pending |
| REQ-074 | Emitter template system (Layer 4): `internal/emitter/` package with `Emitter` interface `Render(spec *WorkloadSpec, node *Node) ([]File, error)`; implementations systemdEmitter/traefikEmitter/syncthingEmitter/socketEmitter; SSH-push SCPs `[]File` atomically (write-to-tmp + rename); emitters registered per kind + runtime (I-B-002) | High | **v0.9 P0c** | Pending |
| REQ-075 | Lead applier execution model: CLI renders transaction bundle (tarball + apply.sh + verify.sh) on operator host, SCPs to lead's `/run/orca/txns/<txn-id>/`, lead's systemd timer runs `apply.sh` idempotently, CLI polls txn status via SSH; bash scripts generated by emitter not hand-written (I-B-003). **Gated by C-09** | High | **v1.0 P10** (design v0.9 P00) | Pending |
| REQ-076 | step-ca integration: `orca init` runs `step ca init` on lead; CLI SSHs to lead, installs step-ca via apt, stores step-ca.json; workload SVIDs via `step ca token` (JWE minted by CLI) → `step ca certificate`; SPIFFE ID as SAN; new `internal/stepca/` package wraps `step` CLI via SSH (I-B-004). Reverses AD-010 per override justification ground 2 | High | **v0.9 P07** + v1.0 P02 | Pending |
| REQ-077 | Traefik dynamic config generation + atomic reload: Traefik emitter renders `/etc/traefik/dynamic/orca-<ns>-<svc>.yaml` with backends (socket paths R-007), health checks, mTLS config pointing at step-ca root; atomic reload via tmpfile+fsync+rename triggering fsnotify; drain writes `weight=0` or removes backend (I-B-005). **Gated by C-10** | High | **v0.9 P02** | Pending |
| REQ-078 | Runtime abstraction interface (5 backends): `Runtime` interface in `internal/runtime/` with Prepare/Start/Stop/Status; processRuntime (wraps existing executor.go), wasmRuntime (wasmtime via SSH), podmanRuntime, pveVMRuntime (qm via proxmox SSH), pveCTRuntime (pct); runtimeRegistry keyed by `runtime:` frontmatter value; Alloc carries runtime field changeable on migration (I-B-006). Split P07a/b/c per PC-10. **P07b gated by C-01** | High | **v0.9 P07a/b/c** | Pending |
| REQ-079 | Transaction bundle format + N-peer atomicity: bundle = tarball with desired-state.json + apply.sh + verify.sh + rollback.sh + manifest.sig (signed with master.key); content-addressed `<txn-id>=sha256(desired-state.json)` stored in `cluster/txns/<txn-id>/`; lead applies to self first then fans out; failure on any peer runs rollback.sh on applied peers (I-B-007). **Gated by C-09** | High | **v1.0 P10** (design v0.9 P00) | Pending |
| REQ-080 | Master key management + HKDF-SHA256 per-line .env.secrets encryption: `cluster/master.key` 32-byte random (generated at `orca init` using WriteAtomic pattern); each line `base64(nonce||ciphertext||tag)`, nonce=random(12 bytes), AES-256-GCM with AAD=line-number (prevents line-swap); HKDF-SHA256 derives per-namespace sub-keys; `orca secrets set/get`; v0.8 `internal/security/redact.go` reusable (I-B-008). **Gated by C-19** | High | **v1.0 P03** | Pending |
| REQ-081 | Syncthing config rendering + folder-ID content-addressing: per-namespace Syncthing folder `orca-<ns>` with content-addressed folder ID `sha256(ns + master-key-fingerprint)`; CLI renders config.xml per peer; Syncthing runs as systemd unit (emitted by systemd emitter); CLI discovers peers via `cluster/peers/`; migration works because new node joins folder and syncs before workload starts (I-B-009). **Gated by C-02 + C-14** | Medium | **v0.9 P09** (spike v0.9 P00) | Pending |
| REQ-082 | Namespace inheritance resolver algorithm: DFS parent walker with visited set for cycle detection; `_defaults/` implicit root (always exists, no parent); merge semantics: child overrides parent for scalars, arrays unioned (child adds to parent); pure function (no I/O) taking `map[nsName→*NSConfig]` returning `map[nsName→*ResolvedNS]` (I-B-010) | High | **v0.9 P0a2** | Pending |
| REQ-083 | CLI-side scheduler redesign: `Score(node, workload) (score int, fits bool)` where `fits` checks runtime compatibility + constraints, `score` is bin-packing (most free capacity = highest); Services pick `count` distinct nodes (anti-affinity default); DaemonSets pick all matching nodes; Job = one-shot; CLI-side not daemon-side (R-001) (I-B-011) | High | **v0.9 P05** (skeleton P0c) | Pending |
| REQ-084 | `orca job lint` category-driven lint engine: `Linter` runs `Rule` checks returning `Finding{Category, Severity, Message, Explanation}`; categories schema/runtime/security/migration/best-practice; `--explain` prints rationale; pure (no I/O) checks against static rules (I-B-012) | Medium | **v1.0 P11** | Pending |
| REQ-085 | v0.8→v1.0 migration ordering: v0.9 ships new parser + kinds + runtime + SSH-push alongside old daemon (dual-write window); `orca job run` dispatches on extension (`.md`→SSH-push, `.hcl`→old daemon); v1.0-P05 drains old daemons; v1.0-P14 converts remaining `.hcl` specs and removes daemon (I-C-001). **Most important cross-cutting idea** | High | **v0.9 P00** → v1.0 P14 | Pending |
| REQ-086 | "No orca on server" enforcement: `orca doctor no-orca-on-server` SSHs to each peer verifying no `orca` binary in PATH, no `orca` systemd service, no `orca` process, no `/etc/orca/` directory; runs after v1.0-P05 before v1.0-P16; reuses v0.8 `proxmox` SSH session infrastructure (I-C-002). Implements grill C-13 | High | **v1.0 P14c** | Pending |
| REQ-087 | Test infrastructure: hermetic 3-linux + 1-proxmox cluster pipeline: `test/integration/` with docker-compose/vagrant creating 4 containers/VMs; Go test harness SSHes to each, runs CLI, asserts end-to-end workflows (ns create → workload submit → migrate → drain); proxmox simulated via mock pct/qm; v0.8 e2e tests (bootstrapE2ESetup) are foundation (I-C-003) | Medium | **v1.0 P08** (bootstrap v0.9 P00) | Pending |
| REQ-088 | Security-engineer + network-engineer persona reactivation: reactivate security-engineer (step-ca provisioner model, SSH-push blast radius, Traefik edge, .env.secrets crypto) and network-engineer (socket exposure R-007, Syncthing P2P ports, Traefik routing); cross-cutting review not single phase (I-C-004). Implements grill C-05 | High | **v0.9 P00** → v1.0 P16 | Pending |
| REQ-089 | Documentation rewrite: ARCHITECTURE.md/PROJECT.md/README + AD-010 supersession: v0.9-P00 adds "v0.9 Architecture (Supersedes v0.8)" section + banners + Superseded Decisions table; v1.0-P15 rewrites README quickstart for new curl|sh + orca init + orca ns create flow (I-C-005) | Medium | **v0.9 P00** + v1.0 P15/P16 | Pending |
| REQ-090 | Dual-write window: v0.9 `orca job run` dispatches on extension (`.md`→SSH-push new path, `.hcl`→old daemon path) via parser dispatcher (REQ-064); daemon not removed until v1.0-P05; SSH-push path writes to separate systemd unit namespace (`orca-v1-<alloc>.service`) while daemon uses `orca-<job>.service` — no unit name overlap = no conflict (I-C-006) | High | **v0.9 P00** | Pending |
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@@ -184,3 +184,153 @@ tag.
The vision ("minimalist, offline-first, CLI-first orchestration
engine") is unchanged. v0.8 closes the coverage debt left by v0.7's
50% floor and the trust-surface gaps explicitly deferred in v0.6.
## Milestone v0.9: Re-architecture Foundation & Workloads
**Scope**: This milestone SUPERSPEDES the shipped v0.1v0.8 architecture per
the adopted PRD (`.ciagent/PRD_v0.9.md`). The re-architecture is justified on
six grounds recorded in the PROJECT.md Supersession Table: (1) the v0.8 daemon
model is operationally failing, (2) step-ca is externally mandated, (3)
multi-tenancy is a hard product requirement, (4) WASM is a hard workload
requirement, (5) SSH-push is the only viable deployment target, (6) vision
correction. The 16 load-bearing rules (R-001…R-016) are invariants. The
ci-griller reviewed the re-architecture adversarially; the user overrode the
Re-architecture Justification REPLAN with the six-part evidence basis; the
19 binding conditions (C-01..C-19) and 10 phase challenges (PC-01..PC-10)
from `GRILL_v0.9.md` are adopted as execution gates. 30 net-new requirements
(REQ-061..REQ-090) derive from `IDEATION_v0.9.md`.
**Milestone type**: feature (P01..P10 ship `feat` phases; P00/P0X are
chore/docs).
- [ ] Phase 0: Pre-execution (specify → clarify → research → ideate → plan → grill) — tag `v0.8.0` (shipped; this is the phase you are reading)
- [ ] Phase P00: Deprecation sweep + migration-ordering decision + txn-design spike + hermetic test-infra bootstrap + persona reactivation + doc banners (REQ-072, REQ-085, REQ-088, REQ-089, REQ-090; gates C-03 ✅, C-05, C-06, C-15..C-18) — tag `v0.8.1`
- [ ] Phase P0a1: Multi-namespace path resolver + config HCL demotion + known_hosts flock (REQ-063, REQ-069, REQ-070, REQ-071; gate C-07) — tag `v0.8.2`
- [ ] Phase P0a2: Namespace CRUD + inheritance engine (REQ-082) — tag `v0.8.3`
- [ ] Phase P0b: Markdown jobspec parser + dispatcher + fuzz (REQ-064, REQ-067) — tag `v0.8.4`
- [ ] Phase P0c: Job/Service/DaemonSet schemas + emitter interface (REQ-074) — tag `v0.8.5`
- [ ] Phase P01: SSH-push transport + host-path volumes (REQ-073) — tag `v0.8.6`
- [ ] Phase P02: Service block + checks + restart + Traefik emitter (REQ-077; gate C-10) — tag `v0.8.7`
- [ ] Phase P03: Update stanza (rolling/canary) — tag `v0.8.8`
- [ ] Phase P04: Lifecycle hooks (systemd ExecStop) — tag `v0.8.9`
- [ ] Phase P05: Constraints & affinity (CEL) + CLI-side scheduler (REQ-083) — tag `v0.8.10`
- [ ] Phase P06: Task groups (multi-process services) — tag `v0.8.11`
- [ ] Phase P07a: Process + podman runtimes (REQ-078) — tag `v0.8.12`
- [ ] Phase P07b: wasmtime runtime (REQ-078; **gate C-01** — CGO eval) — tag `v0.8.13`
- [ ] Phase P07c: pve-vm + pve-ct runtimes (REQ-078; extends REQ-076) — tag `v0.8.14`
- [ ] Phase P08: Socket plumbing (R-007) — tag `v0.8.15`
- [ ] Phase P09: Storage replication via Syncthing (REQ-081; **gates C-02, C-14**) — tag `v0.8.16`
- [ ] Phase P10: Lead rules + migration (REQ-076 step-ca integration) — tag `v0.8.17`
- [ ] Phase P0X: Ship + audit (REQ-062 coverage gate; REQ-068 deprecation warnings) — tag `v0.8.18`
**Milestone tag**: `v0.8.18` (final phase patch = milestone release per
feature-milestone progressive-patch rule). Per-phase tags: `v0.8.1``v0.8.18`.
Tags run on the previous minor's patch line (v0.8.x) per branch-strategy.md.
The milestone branch label uses the milestone number
(`milestone/v0.9-rearchitecture`); no separate minor tag.
### Per-phase REQ coverage (v0.9)
- **P00** — Deprecation/migration/test-infra/persona/docs foundation (REQ-072, REQ-085, REQ-088, REQ-089, REQ-090)
- **P0a1** — Path resolver + config demotion + known_hosts flock (REQ-063, REQ-069, REQ-070, REQ-071)
- **P0a2** — Namespace inheritance resolver (REQ-082)
- **P0b** — Markdown parser + adapter + fuzz (REQ-064, REQ-067)
- **P0c** — Schemas + emitter interface (REQ-074)
- **P01** — SSH-push transport (REQ-073)
- **P02** — Service + Traefik emitter (REQ-077)
- **P05** — CLI-side scheduler (REQ-083)
- **P07a/b/c** — Runtime abstraction (REQ-078) + step-ca integration (REQ-076)
- **P09** — Syncthing replication (REQ-081)
- **P0X** — Coverage gate (REQ-062) + deprecation warnings (REQ-068)
### v0.9 is a DIRECTION CHANGE — first in the project's history
Every prior milestone (v0.1v0.8) explicitly said "the vision is unchanged;
this milestone is not a direction change." v0.9 is the first milestone that
reverses the vision's anti-patterns (daemon-on-every-node, internal CA,
HCL-canonical, single-namespace, no-container-runtime, no-SPIFFE). The
reversals are justified by the six-part evidence basis recorded in the
PROJECT.md Supersession Table.
## Milestone v1.0: Production Hardening
**Scope**: ship a cluster that operators can run. Builds on the v0.9
re-architecture foundation with the production-grade subsystems:
secrets, transactions, ACL/SPIFFE, backup/restore, drain, recovery, and
the v0.8→v1.0 migration.
**Milestone type**: feature (multiple `feat` phases).
- [ ] Phase 0: Pre-execution (specify → clarify → research → plan → grill) — tag `v0.9.0`
- [ ] Phase P00: CLI cache layer (REQ-062 cache floor; R-008) — tag `v0.9.1`
- [ ] Phase P01: Metrics endpoint (hand-rolled text exposition) — tag `v0.9.2`
- [ ] Phase P01.5: SPIFFE SVID minting spike (REQ-076; **gate C-08** — if spike fails, fall back to mTLS identity) — tag `v0.9.3`
- [ ] Phase P02: ACL (SPIFFE + token identities) — tag `v0.9.4`
- [ ] Phase P03: Secrets subsystem (REQ-080; **gate C-19** threat model) — tag `v0.9.5`
- [ ] Phase P04: Backup/restore (tar + signed) — tag `v0.9.6`
- [ ] Phase P05: Drain + daemon drain-and-stop (REQ-061) — tag `v0.9.7`
- [ ] Phase P06: Alloc history (CLI-side SQLite retention; REQ-071 cache DB) — tag `v0.9.8`
- [ ] Phase P07: Recovery (`orca restore`) — tag `v0.9.9`
- [ ] Phase P08: Integration tests — expand hermetic harness (REQ-087) — tag `v0.9.10`
- [ ] Phase P09: Collector + aggregator (opt-in; **gates C-11, C-12, C-14**) — tag `v0.9.11`
- [ ] Phase P10: Transactional plane (REQ-075, REQ-079; **gate C-09** orca-pull.sh failure contract) — tag `v0.9.12`
- [ ] Phase P11: `orca job lint` (REQ-084) — tag `v0.9.13`
- [ ] Phase P12: `orca job verify` (dry-run txn through lead) — tag `v0.9.14`
- [ ] Phase P13: `orca ns` subcommands (full surface) + deprecation warnings (REQ-068) — tag `v0.9.15`
- [ ] Phase P14a: v0.8→v1.0 data migration (REQ-066; **gate C-07** CA migration spec) — tag `v0.9.16`
- [ ] Phase P14b: Daemon cutover + running-allocation adoption — tag `v0.9.17`
- [ ] Phase P14c: Mixed-version tolerance + no-orca-on-server enforcement (REQ-065, REQ-086; implements C-13) — tag `v0.9.18`
- [ ] Phase P15: README quickstart (REQ-089) — tag `v0.9.19`
- [ ] Phase P15.5: Threat model + security review (**gate C-19**) — tag `v0.9.20`
- [ ] Phase P16: Final review + ship + audit — **v1.0.0 release** — tag `v0.9.21`
**Milestone tag**: `v1.0.0` (the v1.0.0 release tag is the production-ready cut;
per-phase patches run on the v0.9.x line per branch-strategy.md). Per-phase
tags: `v0.9.0``v0.9.21`.
### Per-phase REQ coverage (v1.0)
- **P00** — CLI cache (R-008)
- **P01.5** — SPIFFE spike (REQ-076; C-08)
- **P03** — Secrets (REQ-080; C-19)
- **P05** — Drain + daemon stop (REQ-061)
- **P06** — Alloc history (REQ-071 cache DB)
- **P08** — Integration tests (REQ-087)
- **P10** — Transactional plane (REQ-075, REQ-079; C-09)
- **P11** — Job lint (REQ-084)
- **P13** — ns subcommands + deprecation warnings (REQ-068)
- **P14a/b/c** — Migration (REQ-066, REQ-065, REQ-086; C-07, C-13)
- **P15** — README (REQ-089)
- **P15.5** — Threat model (C-19)
### Risk register (from grill, for ongoing monitoring)
- **step-ca single-instance SPOF** (mitigation: C-12 doc; v1.x HA via systemd failover)
- **master.key passphrase-less 0600** (mitigation: C-19 threat model; consider OS keyring in v1.x)
- **wasmtime CGO breaks cross-compile** (mitigation: C-01 spike; fallback to podman/process primary)
- **bash control plane drift** (mitigation: C-15..C-18 render-format contract + bats gate)
- **daemon cutover orphans running allocs** (mitigation: P14b split; test adoption)
- **27→35+ phase scope** (mitigation: C-04 sizing; three-milestone split if exceeded — current count v0.9=18 + v1.0=22 = 40 phases; **C-04 sizing must run before v0.9 P00 execution to determine whether to split into v0.9+v0.10+v1.0**)
## Deferred to v1.x (out of scope for v1.0)
- `sqlite-wal-shared` state backend (R-009 abstractions ship in v1.0; backend in v1.x)
- `git` state backend
- `file+flock` state backend
- `orca cluster setup-shared` UX
- HA `step-ca` (active/passive via systemd)
- Journald log shipping (optional centralized audit)
- Network policy (`nftables` snippets)
- GPU / TPU constraints
## Deferred to v2.x (out of scope for v1.x)
- Full Nomad-HCL parser with no conversion round-trip
- Nomad-API subset for migrating existing Nomad fleets
- Nomad driver bridge
- Helm-equivalent templating (probably never)
- Service mesh beyond Traefik
- CRDs / Operators / Plugin model
- Leader-elected Raft coordinator
- External CA / Let's Encrypt / cert transparency
- Online-only features (HSTS, OCSP stapling, telemetry)
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@@ -5,9 +5,9 @@
"slug": "orca",
"name": "Orca",
"description": "Offline/CLI-first orchestration engine (Orca) — Nomad-inspired, far simpler than Kubernetes",
"milestone": "v0.8",
"phase": 4,
"milestone_type": "nfr",
"milestone": "v0.9",
"phase": 0,
"milestone_type": "feature",
"default_branch": "main",
"tech_stack": {
"language": "go",